Client Intake Coordinator

Job Summary

A company is looking for a Client Intake Coordinator to serve as the first point of contact for prospective clients.

Key Responsibilities

• Answer and manage inbound calls with professionalism and empathy
• Ask qualifying questions to assess client needs and readiness
• Record lead information accurately in the CRM system

Required Qualifications

• Prior experience in customer service, client support, or call handling
• Strong phone presence: professional, courteous, and empathetic
• Comfortable learning and using CRM systems
• Reliable and proactive in managing multiple inquiries daily